Meet John
John’s career as a Wealth Advisor has spanned nearly three decades. In that time, he developed an understanding of how to make complicated financial topics simple and how to effectively guide clients toward defining and pursuing their unique goals.
Before joining Carson Wealth in 2023, John created and ran his own firm, building his roster of clients – many of whom he is thrilled to count among his friends! John and his team are active members of the local community.
John stays active by “living a sweaty life.” You’ll often see him running, biking, playing tennis or horseshoes – and most likely it will be first thing in the morning. He has an infectious enthusiasm for life and enjoys helping people live it to the fullest.
Qualifications
- 30 years financial industry experience
- 1 year with Carson Wealth
- BS in Mathematics - Roosevelt University
- CFP®